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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 94 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 DK CALL DELEK US HLDGS INC NEW Energy 68,800.0 $2.0M 0.01% NEW $29.66 +47.3%
1862 OLN CALL OLIN CORP Basic Materials 97,800.0 $2.0M 0.01% NEW $20.83 +25.0%
1863 VIAV CALL VIAVI SOLUTIONS INC Technology 114,100.0 $2.0M 0.01% NEW $17.82 +177.8%
1864 RACE PUT FERRARI N V Consumer Cyclical 5,500.0 $2.0M 0.01% NEW $369.56 -5.8%
1865 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 91,038.0 $2.0M 0.01% NEW $22.32 -27.0%
1866 LGN LEGENCE CORP Industrials 47,194.0 $2.0M 0.01% NEW $43.04 +89.5%
1867 WIX CALL WIX COM LTD Technology 19,500.0 $2.0M 0.01% NEW $103.89 -48.8%
1868 LUNR PUT INTUITIVE MACHINES INC Industrials 124,800.0 $2.0M 0.01% NEW $16.23 +135.7%
1869 GD PUT GENERAL DYNAMICS CORP Industrials 6,000.0 $2.0M 0.01% NEW $336.66 +1.9%
1870 BRIGHT MINDS BIOSCIENCES INC 25,826.0 $2.0M 0.01% NEW $78.04
1871 MELI PUT MERCADOLIBRE INC Consumer Cyclical 1,000.0 $2.0M 0.01% NEW $2014.26 -17.4%
1872 AVAV CALL AEROVIRONMENT INC Industrials 8,300.0 $2.0M 0.01% NEW $241.89 -28.0%
1873 OLLI PUT OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 18,300.0 $2.0M 0.01% NEW $109.61 -25.3%
1874 AGO ASSURED GUARANTY LTD Financial Services 22,278.0 $2.0M 0.01% NEW $89.87 -14.4%
1875 GPN GLOBAL PMTS INC Industrials 25,791.0 $2.0M 0.01% NEW $77.40 -5.3%
1876 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 71,628.0 $2.0M 0.01% NEW $27.85 +53.8%
1877 CENX CALL CENTURY ALUM CO Basic Materials 50,900.0 $2.0M 0.01% NEW $39.18 +66.0%
1878 HP CALL HELMERICH & PAYNE INC Energy 69,500.0 $2.0M 0.01% NEW $28.68 +39.1%
1879 VSH VISHAY INTERTECHNOLOGY INC Technology 137,439.0 $2.0M 0.01% NEW $14.49 +226.1%
1880 ATI CALL ATI INC Industrials 17,300.0 $2.0M 0.01% NEW $114.76 +41.4%
Page 94 of 225  ·  4,487 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%